“We’re an old fashioned firm with traditional values and young blood.”

– John Joseph, Chairman

ABOUT US

John Joseph Financial Services is a family firm that started in 1984 building a strong reputation in life insurance and critical illness cover.

We then made the decision to focus on providing financial planning for families, moving away from recommending individual products, and helping people to achieve the things they want from life through their wealth.

What we love most is helping people to feel confident about their money. We think there’s enough complexity in the financial profession as it is. We always look at ways of making the experience more enlightening.

We’ve also developed a network of likeminded professionals – for example trust and tax experts, fund researchers and actuarial advisers – to ensure you receive a specialist approach to your wealth.

We have a culture of caring for people that runs throughout our business – employees tend to stay a long time and clients rarely leave.

We’re proud to be currently working with the fourth generation of one of John’s earliest client families.

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Our Values

We're very proud of our company values and live by them day-by-day.

 

 
 
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Doing the Right Thing Comes First

 

We put you first. We look to reduce the hurdles that might stop you from achieving your goals – this can also involve advising you not to do something. We take an objective approach when working with you, which helps builds mutual trust.

 

 
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Financial Education is the Key to Becoming Financially Confident


We don’t believe in just doing. We talk things through with you thoroughly and help you to understand your choices and what’s possible. We empower you to feel in control of your wealth.

 

 
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We strive for the Highest Standards in Everything We Do


We carry out extensive research to ensure that the tools and solutions we use are the best available and we keep this under review. It’s very important to us that every element of the service we provide is of the highest quality.

 

 
 

Meet the team

John Joseph  Chairman (Protection Consultant)

John Joseph
Chairman (Protection Consultant)

Chloe Thompson  Financial Planning Associate

Chloe Thompson
Financial Planning Associate

Jimmie Joseph  Managing Director (Financial Planner)

Jimmie Joseph
Managing Director (Financial Planner)

Sharon Kent  Client Relationship Manager

Sharon Kent
Client Relationship Manager

Mark Belch  Operations Director

Mark Belch
Operations Director

Cijine John  Financial Planning Analyst

Cijine John
Financial Planning Analyst

 
 

Charity

Raising money for our charity partners enables us to give something back, as well as get together as a team. At the end of 2017 we chose three charities to support during 2018.

We chose The Mandy Fisher Foundation, which was set up in memory of a client, Melanoma UK and Help for Heroes.

 
 
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Contact us

 

give us a call on
020 8953 6677 or send us an email us at enquiries@jjfs.com